Banque Pictet & Cie Sa Portfolio Stock Holdings

Banque Pictet & Cie Sa disclosed 319 stock positions valued at approximately $9.7 billion in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, MICROSOFT CORP, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.

Report Period
June 30, 2026
No. of Stocks
319
Portfolio Value
$9.7B
Holdings by Sector
Banque Pictet & Cie Sa Portfolio Holdings in Q2 2026

302 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMAZON COM INCAMZNConsumer Cyclical10.16%4,144,678+9,672+0.23%$987,842,555
MICROSOFT CORPMSFTTechnology7.45%1,949,323+27,381+1.42%$724,211,063
ALPHABET INCGOOGLCommunication Services5.48%1,491,587-124,779-7.72%$533,048,446
ALPHABET INCGOOGCommunication Services5.44%1,497,780-269,675-15.26%$529,210,607
MASTERCARD INCORPORATEDMAFinancial Services4.75%898,136+234,005+35.23%$461,282,650
TEXAS INSTRS INCTXNTechnology4.64%1,513,465-7,191-0.47%$451,118,513
NVIDIA CORPORATIONNVDATechnology3.19%1,547,943+53,124+3.55%$309,727,915
WASTE MGMT INC DELWMIndustrials2.96%1,290,640-8,930-0.69%$287,657,843
MCDONALDS CORPMCDConsumer Cyclical2.91%1,047,998-64,714-5.82%$283,284,339
MSCI INCMSCIFinancial Services2.23%387,545-2,590-0.66%$217,040,702
META PLATFORMS INCMETACommunication Services1.99%343,904+20,866+6.46%$193,717,684
MODERNA INCMRNAHealthcare1.94%2,699,402-49,352-1.80%$189,039,122
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.77%360,580-7,329-1.99%$172,202,191
BROADCOM INCAVGOTechnology1.65%424,016+27,188+6.85%$160,172,044
APPLE INCAAPLTechnology1.61%540,812-5,440-1.00%$156,489,360
ADVANCED MICRO DEVICES INCAMDTechnology1.56%261,773+20,655+8.57%$152,066,553
ZOETIS INCZTSHealthcare1.33%1,793,605-26,417-1.45%$128,888,455
VISA INCVFinancial Services1.20%339,330-26,747-7.31%$116,420,730
INVESCO QQQ TRQQQOther1.14%150,962-103-0.07%$110,721,166
ABBVIE INCABBVHealthcare1.06%409,324+36,840+9.89%$103,002,291
STATE STR SPDR S&P 500 ETF TSPYOther1.05%136,746+5,748+4.39%$102,117,810
MICRON TECHNOLOGY INCMUTechnology0.97%82,032-53,165-39.32%$94,688,717
WELLS FARGO & COWFCFinancial Services0.96%1,127,071+191,981+20.53%$93,141,147
PHILIP MORRIS INTL INCPMConsumer Defensive0.87%469,433+22,961+5.14%$84,925,124
UBS GROUP AGUBSOther0.84%1,637,812-27,262-1.64%$81,337,319
OWENS CORNING NEWOCIndustrials0.84%510,971+108,274+26.89%$81,223,950
ELI LILLY & COLLYHealthcare0.83%67,095+2,741+4.26%$80,475,756
EATON CORP PLCETNOther0.73%166,827-3,302-1.94%$71,088,321
UNITEDHEALTH GROUP INCUNHHealthcare0.71%164,890-29,453-15.16%$68,533,231
MERCK & CO INCMRKHealthcare0.67%503,429-9,702-1.89%$64,690,627
LINDE PLCLINOther0.66%123,291-1-0.00%$63,980,632
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.62%649,551+52,014+8.70%$59,817,152
STRYKER CORPORATIONSYKHealthcare0.61%188,324+32,431+20.80%$59,291,928
SALESFORCE INCCRMTechnology0.55%341,904+85,779+33.49%$53,562,681
DEERE & CODEIndustrials0.51%77,979+1,350+1.76%$49,464,419
BOSTON SCIENTIFIC CORPBSXHealthcare0.47%1,068,465+147,301+15.99%$45,602,086
PALO ALTO NETWORKS INCPANWTechnology0.46%130,587+59,361+83.34%$44,532,779
JOHNSON & JOHNSONJNJHealthcare0.45%173,057+2,623+1.54%$43,951,286
BANK OF AMER CORPBACFinancial Services0.41%704,417-85,290-10.80%$40,137,681
ALCON AGALCOther0.38%547,588-67,973-11.04%$37,064,780
APPLIED MATLS INCAMATTechnology0.37%50,506-2,907-5.44%$36,368,928
UBER TECHNOLOGIES INCUBERTechnology0.37%496,852+10,666+2.19%$35,852,840
MOODYS CORPMCOFinancial Services0.33%71,301+629+0.89%$32,293,649
NETFLIX INC.NFLXCommunication Services0.33%444,811+42,798+10.65%$31,759,505
LAM RESEARCH CORPLRCXOther0.30%67,344-18,298-21.37%$29,182,176
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.30%163,448+156,617+2292.74%$29,132,972
TJX COS INC NEWTJXConsumer Cyclical0.30%190,521-4,684-2.40%$28,863,932
TARGA RES CORPTRGPEnergy0.29%104,997-24,780-19.09%$28,153,896
SLB LIMITEDSLBEnergy0.28%593,195+51,369+9.48%$27,577,636
ADOBE INCADBETechnology0.27%126,871+23,799+23.09%$26,011,092
SEA LTDSEConsumer Cyclical0.26%266,264+132,576+99.17%$25,516,079
D R HORTON INCDHIConsumer Cyclical0.26%155,061-7,474-4.60%$25,256,336
GILEAD SCIENCES INCGILDHealthcare0.26%199,740-2,513-1.24%$25,235,152
WORKDAY INCWDAYTechnology0.25%202,374+88,289+77.39%$24,774,625
PARKER-HANNIFIN CORPPHIndustrials0.25%25,040+20,628+467.54%$24,492,125
MERCADOLIBRE INCMELIConsumer Cyclical0.25%14,073+710+5.31%$23,887,369
UNION PAC CORPUNPIndustrials0.23%82,893-7,596-8.39%$22,546,896
CHEVRON CORPORATIONCVXEnergy0.23%135,844-2,860-2.06%$22,517,501
DANAHER CORP DELDHRHealthcare0.23%117,792-5,702-4.62%$22,437,020
MARSH & MCLENNAN COS INCMMCFinancial Services0.22%126,854-140,822-52.61%$21,142,756
PEPSICO INCPEPConsumer Defensive0.21%153,181-35,451-18.79%$20,740,707
INTERNATIONAL BUSINESS MACHSIBMTechnology0.21%72,586+3,103+4.47%$20,411,909
ROLLINS INCROLConsumer Cyclical0.19%440,055-24,800-5.33%$18,367,896
ROCKWELL AUTOMATION INCROKIndustrials0.19%36,915-474-1.27%$18,275,878
EVERPURE INCPSTGTechnology0.19%230,841+10,444+4.74%$18,187,962
TRADEWEB MKTS INCTWFinancial Services0.18%177,992+175,014+5876.90%$17,738,683
COCA COLA COKOConsumer Defensive0.18%214,963+4,011+1.90%$17,470,043
MORGAN STANLEYMSFinancial Services0.17%79,584+292+0.37%$16,636,239
HUMANA INCHUMHealthcare0.17%41,423-8,848-17.60%$16,454,044
ISHARES TREEMOther0.17%238,928+33,226+16.15%$16,345,064
EXPEDIA GROUP INCEXPEConsumer Cyclical0.17%63,438-7,039-9.99%$16,232,515
PROCTER & GAMBLE COPGConsumer Defensive0.16%104,827-216-0.21%$15,371,831
ABBOTT LABORATORIESABTHealthcare0.15%164,459+40,282+32.44%$14,923,010
INVESCO EXCH TRADED FD TR IICQQQOther0.15%259,878-47,039-15.33%$14,820,842
INTUITIVE SURGICAL INCISRGHealthcare0.15%36,949+4,888+15.25%$14,693,878
DOLLAR GEN CORPDGConsumer Defensive0.15%122,683+6,529+5.62%$14,122,040
JPMORGAN CHASE & COJPMFinancial Services0.14%43,013-13,416-23.78%$14,079,445
BIOGEN INCBIIBHealthcare0.14%65,080-981-1.48%$14,061,185
AIRBNB INCABNBConsumer Cyclical0.14%94,574-14,069-12.95%$13,533,539
ISHARES INCEWTOther0.14%123,810-20,412-14.15%$13,447,004
AFLAC INCAFLFinancial Services0.14%112,822-1,804-1.57%$13,228,380
SCHWAB CHARLES CORPSCHWFinancial Services0.13%140,236-5,015-3.45%$12,939,576
SOPHIA GENETICS SAH82027105Other0.13%2,208,280--$12,741,776
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.13%25,321+1,335+5.57%$12,694,937
CME GROUP INCCMEFinancial Services0.13%56,727-2,483-4.19%$12,527,023
SMURFIT WESTROCK PLCSWOther0.13%268,895-54,030-16.73%$12,439,083
PACKAGING CORP AMERPKGConsumer Cyclical0.13%51,728-1,003-1.90%$12,325,748
FREEPORT MCMORAN INCFCXBasic Materials0.13%195,695-49,867-20.31%$12,307,259
NVR INCNVRConsumer Cyclical0.12%1,734+120+7.43%$11,814,436
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.12%23,496-5,054-17.70%$11,671,168
ZOOM COMMUNICATIONS INCZMTechnology0.12%133,775-2,196-1.62%$11,546,120
NEWMONT CORPNEMBasic Materials0.12%122,000-55,734-31.36%$11,394,800
QUALCOMM INCQCOMTechnology0.12%60,815-24,609-28.81%$11,238,004
ISHARES INCEWYOther0.11%55,160-22,540-29.01%$11,136,804
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.11%28,606-488-1.68%$11,062,798
ASE TECHNOLOGY HLDG CO LTDASXTechnology0.11%236,988+3,483+1.49%$10,692,899
AMERIPRISE FINL INCAMPFinancial Services0.11%23,086-391-1.67%$10,590,933
LOWES COS INCLOWConsumer Cyclical0.11%47,683+4,980+11.66%$10,513,625
ETSY INCETSYConsumer Cyclical0.10%133,214-2,702-1.99%$10,035,011
VERISIGN INCVRSNTechnology0.10%38,812-6,341-14.04%$9,763,547
Banque Pictet & Cie Sa Options Holdings in Q2 2026

11 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026TSLATesla, Inc.PUT7,520,000$3,162,912,000
Q2 2026TSLATesla, Inc.CALL7,300,000$3,070,380,000
Q2 2026MSFTMicrosoft CorporationPUT13,433$4,990,690
Q2 2026NTRNutrien Ltd.PUT37,806$2,380,946
Q2 2026MSFTMicrosoft CorporationCALL6,264$2,327,197
Q2 2026NVDANVIDIA CorporationCALL10,000$2,000,900
Q2 2026NTRNutrien Ltd.CALL30,000$1,889,339
Q2 2026MOSMosaic Company (The)CALL50,000$1,059,500
Q2 2026UNHUnitedHealth Group IncorporatedCALL1,530$635,914
Q2 2026ADBEAdobe Inc.CALL3,024$619,980
Q2 2026BRK-BBerkshire Hathaway Inc. NewPUT450$225,000

Notional value represents the total exposure of the options position.

Banque Pictet & Cie Sa Portfolio Stock Holdings | InsiderSet